Investment Advisory

Retirement Fund Advisory

SPA team has dedicated team which is advising on retirement fund planning and solutions, without losing focus on managing risk and returns or compromising on credit quality however, within relevant applicable laws & guidelines, advice on taxation & tax solutions, etc.

SPA has been appointed Advisors to employee benefit & retirement funds of MPEB, NCRPB, NVS, SOMANY to name a few, with corpus of over INR 10 Bln.

Liquidity & Surplus Fund Advisory

In the fast changing face of global financial spectrum, need to adapt to changing laws and suggest clients with appropriate tax efficient investment structures and opportune time to enter or exit holds value to the financially beneficial leveraged investment decision falling within applicable Rules and Regulations whether issued by DPE, IRDA, RBI, ITA, etc. as well as without getting trapped into ALM. SPA remains thankful to all the Government Organisations and Business Houses who have continuously supported and patronised us, with special acknowledgement to;

  • Securities Printing & Minting Corpn. Of India Ltd. (SPMCIL)
  • National Capital Region Planning Board (NCRPB)

Financial and Tax Planing

Diversity and flexibility in financial intermediation comes with experience of managing both asset side as well as liability side of the transaction with proper interpretation of tax regime, which gives SPA a cliché over its competitors. SPA motto has always been to remain customer centric with objective to deliver quality financial advice. SPA has a dedicated team of qualified professionals in the field of taxation, banking, finance, investment etc. giving valuable advice on related field.